Operations Software
Streamline your business communications & operations
UPDATE: Our software currently has a waitlist. We are working to hire & train more dedicated account managers to help businesses via our software.
PsychVertising Software Features
Explore each of our main software features by scrolling this page in full.
Or jump to specific features using the links below.
Contact us when you’re ready to get started or to schedule a demo.
4. Progress Tracking & Ad Tracking
5. Auto Reviews & Star Filtering (FREE TRIAL)
Bonus Feature: All members of our PsychVertising Software receive a dedicated account manager to set up and connect our features to their business & personally optimize their automations on an ongoing basis.
The Best Operations Software for Business Growth
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Features List
Website Forms
Your businesse’s digital presence starts at your website. Here, your prospective clients can explore your central hub of company information and begin to schedule their first consultation. Not all website forms are created equal. Our website forms are customizable, embeddable onto any website & are built to increase conversions by making getting started simple. Each submitted form of information is automatically uploaded into the HIPAA compliant PsychVertising software. Furthermore, PsychVertising forms are packed with specialized features to ensure new people move forward with scheduling their consultation. Read below to learn how.
Appointment Scheduling
Upon filling out your website form with basic information such as name, email, phone, city, state, insurance provider, etc. each client can be automatically redirected to an onsite calendar where they can click to choose the date & time of their consultation. Available times are set up based on your availability & notifications of new appointments can be assigned to your intake coordinators for next steps.
But what if a website visitor leaves before scheduling their first appointment? Read below about our follow-up automations.
Leaky Auto Follow Ups
Scheduling a first consultation can be an anxious proposition for some. Our automations keep people from leaking through the cracks by tracking their completion progress. For example, if someone fills out your website form but doesn’t schedule a consultation time on the calendar or fill out their intake forms, then our systems automatically follow up with them via text & email on a continuous basis to help move them through the proccess. Everyone gets cold feet sometimes. Our customizable follow up campaigns help warm up prospective new clients to complete their onboarding process without solely relying on manual follow up by your team. Not only does that save your team a ton of time, it increases conversions as well.
Progress Tracking & Ad Tracking
Keep track of each client as they move through your lifecycle stages. Your stages can be customized for the most useful labels in your business. For example, tag clients with lifecycle stages of Form Submitted, Consultation Scheduled, Insurance Processed, First Session Completed, and so on. In addition, if you’re running digital ads our software system automatically tags each client with which specific ad they came from to empower your advertising decisions.
Auto Reviews & Star Filtering
Gathering reviews can be time consuming. In addition, many mental health practice owners express nerves around asking for reviews because by the very nature of working in the mental health industry some clients may be experiencing mental instability or the client may not have been able to be helped due to themselves not yet being ready for change. The PsychVertising software solves that with automatic review filtering.
Not only can our software send out review requests that automatically publish to your Google Maps, Yelp, and other platforms, but you can control the settings to only auto-publish the 5 star review responses. All other reviews below 5 stars that come through our PsychVertising review links, are instead sent to the business owner for gathered feedback. Additionally, set up automatic recurring review requests to people who haven’t submitted one and never worry about remembering to ask for reviews again.
FREE TRIAL AVAILABLE:
Experience our review tool for free. Simply supply PsychVertising with a small list of client emails & phone numbers to send out a request for 5 star reviews to auto-publish, without spending a single penny.
All-In-One Inbox & Webchat
Responding to messages from so many platforms like email, Instagram, Facebook messenger and more can understandably be a lot to keep up with. Connect your separate inboxes into our all-in-one solution to combine all your messages under one roof. See your client conversations from email, Facebook, Instagram, text, and more all in one convenient place. In addition, connect our Webchat feature to your website & all-in-one inbox to accept messages from website visitors if they have quick questions while visiting your site.
COMING SOON: Text Campaigns (SMS) & Missed Call Auto-Text
Text messages are the new email inbox. According to a study by Sender, text messages (SMS) have an open rate of 98% as compared to less than a third of that for emails. Purchase a compliant marketing phone number directly in our software, and send texts to your clients for communications about business updates, events, offers, holidays, and whatever you find important. With costs as low as just five cents a message, implementing text campaigns into your business is well worth it.
In addition, our powerful software features the ability to set up missed call text-backs. When someone calls your number, but the call isn’t answered, our automations will automatically follow up with a text message. Impress your audience with quick responses, even when you aren’t able to respond yourself. Our quick auto-texts help prevent new customers from calling your competition and help them feel heard even when you’re not there to listen.
Email Builder
Design & distribute emails directly through the PsychVertising platform. Send out email communications to segmented lists of your clients, employees, and more. Our email builder helps you design beautiful layouts, and save them as templates to clone and edit for future messages to give your business a consistent branded look.
HIPAA Compliance
As a software built specifically for practices, we understand the extremely vital importance of remaining HIPAA compliant. Unlike other popular CRM softwares, our servers are encrypted to HIPAA compliant standards so that all PHI data stored within our software is safe and protected according to the specific standards set by the U.S. Department of Health and Human Services (HHS). If you’re currently sending out communications through other CRMs such as MailChimp, Constant Contact, Hubspot, etc. you could be in violation. Put your HIPAA audit worries away when you sign up for the PsychVertising software, which includes a free HIPAA compliant training for you and your team.
Let Us Set Up These Features For You!
Get Psyched!
Growing your business is an exciting endeavor when you have specialists that care about your success by your side.
Reach out to start working with our team today.
Social Media Scheduler
Automatically schedule posts to all of your social platforms at once with our in-software social media scheduler. Post directly to Facebook, Instagram, Twitter (X), TikTok, and more all at once. You can also schedule posts in advance. With posting made easy, you can increase your practice’s online presence to stay top of mind to current clients & get seen by new ones.
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